Ronald Wallace Anderson

Current Employers

Employment History

• 05/2015 → 04/2017
  Wells Fargo Advisors Financial Network, Llc
  Lincoln, NE
• 03/2017 → Present
  Plan A Wealth, Llc
  Lincoln, NE
• 04/2017 → Present
  Private Client Services, Llc
  Louisville, KY

Previous Registrations

• 2015-05-15 → 2017-04-24
  Wells Fargo Advisors Financial Network, Llc
  Lincoln, NE
• 2017-03-22 → 2017-03-23
  Plan A Wealth, Llc
  Lincoln, NE
• 2008-01-01 → 2015-05-15
  Wells Fargo Clearing Services, Llc
  Lincoln, NE
• 2006-08-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Lincoln, NE
  St. Louis, MO
• 2001-03-22 → 2006-08-01
  Piper Sandler & Co.
  Lincoln, NE
  Lincoln, NE

Other Businesses

1. THE BEACH HOUSE LLC; INVESTMENT RELATED, 7943 PRESERVE LANE, LINCOLN, NE. START: LLC THAT HOLDS PRIVATE SECURITIES OF A SURGICAL COMPANY (VITUAL INCISION). COMPANY IS PARTALLY OWNED BY CLIENT SHANE FARRITOR. LLC ALSO HOLDS 25% OWNERSHIP OF A LAKE HOUSE ADVISOR OWNS WITH HIS BROTHER, JEFF ANDERSON (25%), AND FATHER, RONALD ANDERSON SR (50%), WHO ARE ALSO BOTH CLIENTS. MANAGING MEMBER OF LLC. 0 HRS/MO; 0 DURING TRADING HRS. 2. PLAN A PROPERTIES, INV RELATED REAL ESTATE HOLDINGS, LINCOLN, NE, 100% OWNED WITH SPOUSE, START: 12/1/2016, 0 HOURS, DUTIES: OWNER. 3. NON-INVESTMENT RELATED INSURANCE SALES THROUGH VARIOUS CARRIERS. 4. PLAN A WEALTH MANAGEMENT; FULLY INDEPENDENT REGISTERED INVESTMENT ADVISORY FIRM; 7221 PLAZA COURT, LINCOLN, NE 68516. REGISTERED INVESTMENT ADVISOR REP; 160 HRS PER MONTH, ALL DURING TRADING HRS. 5. FLEXPENSER - ADDRESS: ASOGATAN 116. SE-116 24 STOCKHOLM, SWEDEN. THEY PRODUCE A TECHNOLOGY/PACKAGING THAT HELPS KEEP FOOD/COSMETICS/DRUGS FRESH FOR LONGER. SERVE AS A NON-PAID CONSULTANT/ADVISOR TO FLEXPENSER, 1% OWNER; SERVING ON THEIR BOARD OF DIRECTORS. ATTEND CONFERENCE CALLS AND ANNUAL IN-PERSON MEETINGS. 2 HRS/MO; 0 DURING TRADING HRS. 6. 3 11 Properties. Not Investment Related. 7943 Preserve Lane, Lincoln, NE 68516. Class A Member and Manager. 1/3/2025. 1 HRS/MO; 0 DURING TRADING HRS. Raw Land Ownership as an Investment.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-11
• S63 Uniform Securities Agent State Law Examination
  1992-07-14

Other Names

• Ron Anderson